《大行》中金:伊朗局势变化致地缘政治溢价提升 升中海油(00883.HK)目标价至28元

阿斯达克财经
Mar 03

中金发表研究报告指,就伊朗局势变化,建议投资者重点关注油气上游勘探开发、油服、炼化企业的投资机会。短期而言,该行认为由于地缘政治溢价提升,油价中枢或从2025年的每桶约67美元上升至70美元以上,此外,伊朗扼守霍尔木兹海峡,中东原油贸易流动的稳定性及海湾国家的生产设施的安全性亦是油价短期的上行催化剂。该行考虑到2025年油价按年下跌15%和目前的上升预期,下调中海油(00883.HK) 2025年...

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